Setting Up and Maintaining Faculty Activity Reporting (Faculty360)

This article gives a brief overview of Faculty Activity Reporting (Faculty360) in Interfolio and provides instructions on how to access the platform, add, import, and edit information, and export your portfolio into a CV.

Faculty Activity Reporting (Faculty360) Overview

What is Faculty Activity Reporting (Faculty360)?

Faculty Activity Reporting (also known as Faculty360) provides a centralized information hub containing teaching, research, service, and other faculty activity data with the goal of supporting faculty through processes such as retention, tenure, and promotion review, research collaboration, and mentoring.

With Faculty360, users can compile information on their activities, manage their faculty portfolios, search for collaborators within the network, generate CVs and reports, connect to professional development resources, and access campus data on teaching, grants, and publications.

Select information can also be shared with the public to encourage collaboration and generate news media coverage, with faculty consent. Public profiles will be generated based on information from Faculty360. Biography, Education, Administrative Appointments, Work Experience, Professional Licensures, Honors and Awards, Teaching and Research Interests, Courses Taught, and Scholarly Contributions can be included in the public profiles. Faculty members will be able to choose what information to share publicly.

Data from CSUF's previous faculty profile database has been transferred into Faculty Activity Reporting (Faculty360). However, the data may not align perfectly between the two platforms, so you may need to locate and edit data. You can review data in the Profile and Activities pages. Alternatively, you can generate a CV from the Vitas & Biosketches page to see what data has already been entered.

How do I access Faculty Activity Reporting (Faculty360)?

This section will show you how to navigate to Faculty Activity Reporting (Faculty360) in Interfolio.

1. Log in to Interfolio.

There are three ways to access Interfolio:

  • Clicking on the Interfolio link in the campus portal
  • Logging into the Interfolio sign in page
  • Through an email link if you receive an email from Interfolio
Interfolio link in portal
  1. You can click on Interfolio in the apps list on the campus portal.
    OR
  2. Click Sign in with Partner Institution on the Interfolio sign in page.
    OR
  3. Click on a link in an email from Interfolio.

2. You will see the Faculty360 menu options integrated in your Interfolio navigation.

Interfolio homepage
  • Announcements & Help contains institutional announcements, tips on getting started, and FAQs.
  • Profile consists of data that remains largely consistent through time such as personal and contact information, academic rank, education and work history, licenses and certifications, interests, etc.
  • Activities is where faculty can record their professional activities such as courses taught, scholarly/creative output, mentored students, grants, committee work and other institutional service, professional development, etc. This section will require frequent updates as the faculty member advances through their career.
  • Forms & Reports contains any custom input forms created by campus, view forms that have been initiated as part of the institution's formal workflow process, and generate reports to view activity submissions.
  • Vitas & Biosketches is where faculty can generate CVs and import their ORCID data into Faculty360.
  • Find Colleagues is a function that searches active faculty records so faculty can find colleagues with similar interests.

Building your Faculty Portfolio

Reviewing and Modifying your Profile Information

This section will go over how to make changes to the information in your Faculty Activity Reporting (Faculty360) profile. The profile consists of mostly static information that changes minimally over time—personal details, education, professional history, interests, and the like, so this page will not require frequent updates.

Profile page

Some information fills in automatically from other records and cannot be edited on Faculty360. On the editing screen, such fields will be marked with a padlock icon. If any of the autopopulated information is incorrect, you may do the following to initiate the change:

Legal Name: Take an updated Social Security Card reflecting your new name to the Payroll Office (CP-700).
Preferred Name: You can update your preferred name in your profile, but the change will only apply to Faculty360 and will not be reflected in other campus systems. To update your preferred name in Canvas, class roster, and the like, email [email protected] to request a preferred name change.
Contact Information: Contact your Department IT Coordinator (DITC). The DITC will need to enter the changes in the campus Account Management system.
Faculty Rank: Updates are made at the end of each fall semester. Contact [email protected] to request an update if your rank is not accurately represented.
Highest/Terminal Degree: Enter your highest degree earned into Faculty360 and inform [email protected] of any changes so that your HR record can be updated.

1. In the Faculty360 navigation menu, click Profile.

Faculty180 navigation menu

2. Click on a header to expand that section. Click Add or Edit to make changes.

In sections where you can add multiple entries (e.g. Education, Work Experience), the button will be labeled Add. In sections where you can change information but not add multiple entries (e.g. Personal Information), the button will be labeled Edit.

Profile page
  1. Click on a section header to expand the section and view the information within.
  2. Click the Add or Edit button to make changes to that section.

3. Enter the information that you want to add. Click one of the Save buttons to publish the information.

The alerts at the top of the page will provide helpful information about what data can be entered or edited on the page, as well as who to contact if you're unable to make the changes yourself in Faculty360.

Sections marked with an asterisk (*) are required.

Input form on Education page
  1. Enter/Edit the information in the input form.
  2. Under Activity Classifications, select whether or not you want the information publicly displayed. Some sections may not have this option.
  3. Click Save to publish the information. You will remain on the input form.
    OR
  4. Click Save and Add Another to publish the information and add another entry. The input form will reset.
    OR
  5. Click Save and Go Back to publish the information and go back to your profile.
    OR
  6. Click Cancel to return to your profile and discard any changes.

4. You will be able to view the saved information in your profile.

Education section of profile
Adding and Editing Activities

This section of the article will show you how to add new activities and how to edit, delete, and clone existing activities. The Activities page is where you record professional accomplishments such as courses taught, publications, grants, committee work, etc. As such, this section may need to be reviewed and updated periodically.

Activities Overview

How do I add activities? What activities can I add?

Interfolio periodically pulls information about scholarly publications from major data sources and allows faculty members to validate this data and add it to their portfolio. The Matched Activities section on your Interfolio homepage is where you can review, add, or delete matches found by Interfolio Data Service.

You can also import into all activity sections that you have also recorded on ORCID and import activities into the Research, Scholarship, and Creative Activities section from Google Scholar, Medline/PubMed, or ARXIV.

Other activity fields will require manual input if not matched through Interfolio Data Service or importing from the platforms mentioned above.

Interfolio homepage
  1. Clicking on Activities in the navigation menu will open the Activities page where you can view all activity entries across all activity types.
  2. The Matched Activities block shows activities that have been matched to you by Interfolio Data Service.
    View instructions on reviewing and adding activities that have been matched to you
  3. The Add Activity block allows you to select an activity type from the drop-down menu, which will take you to the input form for that activity type.
  4. The Import button in the Import Activities block will take you to the Scholarly Contributions & Creative Productions input page where you can choose to import an activity or add one manually.
    View instructions on importing activities
    View instructions on manually entering activities
Activity Descriptors
Activities page
  1. Courses Taught at CSUF from 2008 to Present documents courses you have taught at CSUF with enrollment of at least one student. Course data will be pulled from PeopleSoft/CMS and refreshed once per semester after census.
  2. Courses Taught at CSUF prior to 2008 or outside CSUF is where you can enter courses taught at CSUF prior to 2008 and/or teaching activities at other universities including courses, workshops, clinical/practicum/internship supervision, and the like.
  3. Mentorship / Supervision is where you can list students whom you mentored regularly. This could include students that worked in your lab, students for whom you were a project/thesis/dissertation advisor, students under your guidance in a mentorship program, and the like.
  4. Research, Scholarship, and Creative Activities is where you can add information about scholarly contributions, including articles, books, creative work, presentations, patents, and such.
  5. Grants documents sponsored grants and projects. The Office of Grants and Contracts enters sponsored grant data and must be contacted if corrections are required. You may enter non-sponsored grant data manually. Please note that awards should be reported in the Honors and Awards section of the Profile. View instructions on modifying your profile data.
  6. Institutional Committees documents university and senate committee appointments. The Academic Senate uploads appointment data twice a year. If your information is not accurately represented in this section, check the committee list on the senate website, then contact the Academic Senate if corrections or additions need to be made.
  7. Other Institutional Service is where you can enter service unrelated to university and senate committee appointments.
  8. Community, Professional Services/Collaboration and Non CSUF Institutional Service is where you can enter service rendered outside of campus, such as to the community or a professional organization (e.g. journal editor/reviewer, conference moderator or panelist, leadership position in professional association, etc.)
  9. Professional Development is where you can list conferences, training, and continued professional education that you've attended. Please note that degrees in progress should be listed in the Degrees section of the Profile. View instructions on modifying your profile data.
  10. Professional Membership is where you can list your formal memberships in professional/academic or community/civic organizations. 

Reviewing and Adding Matched Activities with Interfolio Data Service

I want to see what activities have been matched to me.
1. The Matched Activities section on the Interfolio homepage presents the number of activities that Interfolio Data Service has matched to you and how many you have approved thus far.

Please note that Interfolio Data Service currently only sweeps the web for journal articles, books, book chapters, and conference proceedings publications.

Interfolio homepage with Matched Activites highlighted
  1. The Activities Need Review tile displays the number of publications matched to you that are pending acceptance or deletion. Click the Activities Need Review link to view and take action on the activities.
  2. The Activities Accepted tile displays the number of publications that you have already approved and added to your portfolio. Click the Activities Accepted link to view activities that you have accepted. Note that you may need to navigate to the Accepted tab on the next page if the page defaults to a different tab.
  3. The Recently Accepted Activities section displays the three publication matches that you most recently added to your portfolio.
2. After clicking one of the Matched Activities tiles, you will be taken to the My Records page where you can view and take action on the data matches made by Interfolio Data Service.

Only data matches that you have accepted will be visible in the Activities section of your public portfolio.

Needs Review entries on My Records page
  1. Under the Accepted tab is a list of data matches that you have added to your portfolio.
  2. Under the Need Review tab is a list of data matches that are pending your review and acceptance/deletion.
  3. Under the Deleted tab is a list of data matches that you have deleted.
  4. You can use the search field to search for a particular activity.
  5. By default, the data table shows activities in alphabetical order. You can click on the table headers to sort by title, type, or publication year.
I want to add a matched activity to my portfolio.
1. Click the Activities Need Review tile to view pending activities.

If you are currently viewing your accepted or deleted activities, click on the Needs Review tab to view pending activities.

Activities Need Review tile
2. Click the title of the activity that you want to edit. Review the Activity Details for accuracy. Then, click Accept Activity.

There is no bulk acceptance of activities. You can only accept activities individually.

Fields marked with an asterisk (*) are required.

You can also edit activities after accepting them. Certain fields cannot be changed at this point, so you will need to make edits after acceptance if you want to make changes to contributors, assign activity classifications, and add attachments. View instructions on editing activities.

Edit and accept panel
  1. Click the title of the activity that you want to accept.
  2. Review the activity details and make changes where needed. Note that fields marked with an asterisk (*) are required.
  3. Click Accept Activity to add the activity to your portfolio.
3. A prompt will pop up confirming the acceptance and the selected activity will move to the Accepted tab.
Page showing updated acceptance
  1. A message will appear at the bottom of the screen confirming that the activity was accepted.
  2. The Accepted tab will update with the total number of activities that you've accepted.

Importing Research, Scholarship, and Creative Activities

I want to import from ORCID.

This section will go over how to import information from ORCID to populate into your Faculty360 activities page.

Note that ORCID tends to import all publications with you as the sole author, so you will need to manually add coauthors later on. View instructions on adding coauthors to a publication.

1. Access Faculty360 and select Vitas and Biosketches.
Faculty180 navigation
2. Select Legacy Vitas.
Vitas submenu
3. Click the Vita/Profile Systems header to expand the section. Click Create or Connect your ORCID ID.

If you have already connected your ORCID ID to Faculty360, you can proceed to Step #4.

Vita/Profile Systems section
  1. Select Vita/Profile Systems to expand the section.
  2. Click Create or Connect your ORCID ID.
3.1. Select Access through your institution. Select California State University, Fullerton. Then, proceed to log in using your campus username and password.
ORCID login page
3.2. Click Authorize.
Faculty180 access to ORCID Record prompt
4. Go back to the Vitas & Biosketches page on Faculty360. Click the Import button next to ORCID Registry.
Import from ORCID table
5. Place a check next to the items that you want to import. Then, click the Import Selected button.

Place a check in the header row to check off all items in that section.

Items imported from ORCID checklist
  1. Check off the items that you want to import into Faculty360.
  2. Click Import Selected.
6. Make adjustments to the terms and years if needed. Click Save.
ORCID imports save screen
  1. Use the drop-down menus to adjust the term and year if needed.
  2. Click Save.
7. Make note of the Upload Result and make changes if necessary.
Upload results
Upload Result Definition
Successfully Added The item has been imported into Faculty360.
Possible Duplicate Item has close similarity to another item. Possible duplicates can be reviewed in the My Tasks section on the homepage.
Exact Duplicate
Item did not import because it is a duplicate of an existing item.
Error Item did not import. Reason for error will be listed (e.g. Degree not specified). Changes need to be made in ORCID, then re-imported.
I want to import citations from Google Scholar or import an external file from my computer.

This section illustrates how to import citations from Google Scholar or from an external file into the Faculty360 database.

Faculty360 supports citations in RIS or BibTeX format.

1. If applicable, download your file from the other platform.
Exporting citations from Google Scholar
1.1. Open Google Scholar and access your publications in your profile.
Click on My profile on the Google Scholar homepage.
Google Scholar homepage
Google Scholar hamburger menu
  1. Click on the hamburger menu in the top left corner of the homepage.
  2. Select My profile.
1.2. Place a checkmark next to the citation(s) you want to export. Then, click Export.
Citations list in Google Scholar
  1. Check off the items that you want to export.
  2. Click the Export button when it appears.
1.3. Select the file format you want to download.

Faculty360 supports BibTeX and RefMan/RIS. The file name extension should be either .bib or .txt (BibTeX) or .ris (RefMan).

Export menu with format options
1.4. Right-click anywhere on the screen and select Save as... from the menu.
BibTeX screen
1.5. Choose a destination for your file. Enter a file name for the citation. Select All Files from the drop-down menu. Then, click Save.

The file will automatically be saved as a .txt file. You may change the file name extension to .bib or. ris by entering it at the end of the file name if you want to distinguish the citation from other text files.

Save As prompt
  1. Select a destination where you'd like your file to be saved.
  2. Enter a file name for the citation. Remember to type in the file name extension at the end (for example: .bib) if you want to easily distinguish the file from other text files.
  3. Select All Files from the Save as type drop-down menu.
  4. Click Save to save your file.
2. Access Faculty360 and select Activities.
Faculty180 navigation
3. Select Research, Scholarship, and Creative Activities to expand the section.
Activities page
4. Click Add.
Research, Scholarship, and Creative Activities section
5. In the Import box, select Generic (RIS / BibTeX). Then, click Continue.

Do not make any selection in the Manual Input box at this time.

Activity Input page
  1. Select Generic (RIS / BibTeX) from the Import options.
  2. Click Continue.
6. In the Citation Format drop-down menu, select the format of your file.
Citation format drop-down
7. Under Citation Data, select File. Then, click Choose File to select a file to upload. Click Save.
Citation data options
  1. Select File.
  2. Click Choose File to select a BibTeX or RIS file to upload.
  3. Click Save.
8. A table will appear with all the data from the file. Select which item/s to import. Then, click Import Selected.

If you do not see a table, there might be an issue with the file you uploaded. Check that you have the correct file format and that the file isn't corrupted.

Import citations screen
  1. Click the checkbox in the Select/Unselect table header to select all items.
  2. Or manually check off the items you want to import one by one.
  3. Click Import Selected.
9. The imported lines will appear under your Research, Scholarship, and Creative Activities.

You can click the icons under the actions column to edit the publication details, delete, or duplicate a line item.

Research, Scholarship, and Creative Activities entries
  1. Click the pencil icon to edit a line.
  2. Click the X icon to delete a line.
  3. Click the square icon to clone a line.
I want to import citations from Medline/PubMed or ARXIV.
1. Access Faculty360 and select Activities.
Faculty180 navigation
2. Select Research, Scholarship, and Creative Activities to expand the section.
Activities page
3. Click Add.
Research, Scholarship, and Creative Activities section
4. In the Import box, select Medline/PubMed or ARXIV. Then, click Continue.

Do not make any selection in the Manual Input box at this time.

Activity input page
  1. Select either Medline/PubMed or ARXIV from the Import options.
  2. Click Continue.
5. Use the drop-down menus and data fields to refine your search. Then, click Search.
Import from Medline/PubMed search screen
  1. In the Maximum Records drop-down menu, select the maximum number of search results that you want to receive.
  2. Check the Hide Duplicates box if you do not want to see duplicate results.
  3. In the Search Field drop-down menu, select a field to refine your search (e.g. title, author, journal, all fields, etc.)
  4. Enter a keyword or phrase to search for in the Search Word/Term text box.
  5. Click Add Field if you want to add additional search fields (e.g. you could add an author line to search the database for only your own publications on palladium-catalyzed prenylation.)
  6. Click Search.
6. Place a check next to the result(s) that you want to import. Then, click Import Selected.
Search results checklist
  1. Check off the results that you want to import to your activities.
  2. Click Import Selected.
7. Make corrections to the semester and year of the publication if necessary. Then, click Save.
Import save screen
  1. Check that the correct semester of the publication has populated. If you need to change it, select the correct option from the Semester drop-down menu.
  2. Check that the correct year of the publication has populated. If you need to change it, select the correct option from the Year drop-down menu.
  3. Click Save.
8. The imported lines will appear under your Research, Scholarship, and Creative Activities.

You can click the icons under the actions column to edit the publication details, delete, or duplicate a line item.

Research, Scholarship, and Creative Activities entries
  1. Click the pencil icon to edit a line.
  2. Click the X icon to delete a line.
  3. Click the square icon to clone a line.

Adding Activities Manually

I want to enter an activity manually.

The following steps show how to add publications to your Research, Scholarship, and Creative Activities specifically. The process of adding information into other activity sections will be similar, though the data fields may differ based on the type of activity being added.

1. Access Faculty360 and select Activities.
Faculty180 navigation
2. Select a header to expand the section.
Activities page
3. Click the Add button underneath the section you want to add entries to.
Research, Scholarship, and Creative Activities section
4. From the Manual Input drop-down menu, select the type of entry you wish to add. Then, click Continue.

This step is only present for manual entry into Research, Scholarship, and Creative Activities. You will not see this step when entering other types of activities. Other sections will proceed straight to the Input Form (Step #5).

Do not make any selection in the Import box at this time.

Activity page
  1. Expand the Manual Input drop-down menu and select the type of activity that you would like to add.
  2. Click Continue.
5. On the Input Form, complete the required fields. You may also fill out the optional fields if you wish.

Fields marked with an asterisk (*) are required.

Input Form
  1. Enter the required information about the entry.
  2. OPTIONAL: Enter the optional information about the entry.
6. Your name will autopopulate as an author/collaborator. To add other contributors, click Add.

Steps #6-6.3 only applies to Research, Scholarship, and Creative Activities. You will not see this step when entering other types of activities.

Authors list
  1. Your own name will autopopulate as an author.
  2. Click Add to add coauthors or editors.
View instructions on adding coauthors
6.1. Choose the type of coauthor to add. Click Select Faculty at Your Institution to search for other CSUF faculty. Click Add Other Coauthor if the person you want to add is not affiliated with CSUF.
Add Coauthor prompt
  1. Click Select Faculty at Your Institution if you want to add a CSUF faculty colleague as a coauthor.
  2. Click Add Other Coauthor if you want to add a non-CSUF coauthor. You may need to add students, staff, and emeriti this way as students, non-academic staff, and faculty who retired prior to the implementation of Faculty360 are not in the system.  
6.2. If you chose Select Faculty at Your Institution, use the drop-down menus to select a begin and end semester to filter results. Enter the faculty's name into the search field and click the magnifying glass to search. Click on the faculty that you want to add as a coauthor. Click the right arrow to move the faculty into the selected field. Then, click Select Faculty.
Select Faculty screen
  1. Use the drop-down menus to select a begin term for the search.
  2. Use the drop-down menus to select an end term for the search.
  3. Enter a faculty's name into the search field. Then, click the magnifying glass icon to start the search.
  4. From the Available list, select the person that you want to add as a coauthor.
  5. Click the right arrow to move the faculty over to the Selected column.
  6. Click Select Faculty.
6.3. If you chose Add Other Coauthor, input their information manually. From the CoAuthor drop-down menu, select what order the author's name should appear in the citation. Enter the author's first name and last name, and if desired, their middle initial. If you want to add their percent contributed, enter a percentage in the % Contribution column.
Authors list edit fields
  1. Use the CoAuthor drop-down menu to reorder authors.
  2. Enter the coauthor's first name and last name. You can also add their middle initial if you wish.
  3. OPTIONAL: You can add the coauthor's contribution percentage in the % Contribution column.
  4. OPTIONAL: Use the Role drop-down menu to select whether the person is an author or editor.

This step is only present for entering publications into Research, Scholarship, and Creative Activities. You will not see this step when entering other types of activities.

Citation preview section
  1. Place a check next to Include URL in output citation if you would like to display a link to your work.
  2. Enter the link to your work in the URL text box.
  3. Place a check next to Include description in output citation if you would like to display a brief description of the work.
  4. Enter the text you want displayed in the Description text box.
  5. Select a citation style from the Citation Preview drop-down menu.
  6. Click Refresh Citation.
  7. A preview of your citation will appear for your review.
8. In the Activity Classifications section, use the drop-down menus to make selections in the required fields. You may answer the other fields if you'd like.

Fields marked with an asterisk (*) are required.

You can click the question mark icons for more information about a field.

Activitie Classifications section
  1. Use the drop-down menus to select the appropriate options from the required fields.
  2. You may also use the drop-down menus to answer the optional fields.
  3. Use the Publicly Displayed menu to select whether or not you would like this work displayed on your public portfolio.
9. OPTIONAL: If you want to add an attachment, select the Attachment Type from the drop-down menu. Depending on your selection, you will either be asked to select a file or enter a URL to attach.
Attachments section
  1. Use the Attachment Type drop-down menu to select whether you would like to add a file or URL as an attachment.
  2. If you selected File, click Upload File to select an attachment.
  3. If you selected URL, enter the URL to attach.
  4. Click Add Another if you would like to add another attachment to the entry.
10. Click one of the Save buttons to add the publication to your Activities page.
Save buttons
  1. Click Save to publish the information. You will remain on the input form.
    OR
  2. Click Save and Add Another to publish the information and add another entry. The input form will reset.
    OR
  3. Click Save and Go Back to publish the information and go back to your profile.
    OR
  4. Click Cancel to discard the changes and return to the Activities page.
11. The manually created lines will appear in the Activities page under the appropriate section header.

You can click the icons under the actions column to edit, delete, or duplicate a line item.

Research, Scholarship, and Creative Activities entries
  1. Click the pencil icon to edit a line.
  2. Click the X icon to delete a line.
  3. Click the square icon to clone a line.

Editing Activities

I want to edit a matched activity that I have accepted.
1. Click the Activities Accepted tile.

If you are currently viewing needs review or deleted activities, click on the Accepted tab to view accepted activities.

Activities Accepted tile
2. Click the Accepted tab, then select the activity that you want to edit. In the Activity Details panel that opens, click Edit Activity.
Activity Details
  1. Click the Accepted tab.
  2. Click on an activity title to open the Activity Details panel.
  3. Click the Edit Activity button in the Activity Details panel.
3. Make the necessary edits on the Activity Input form. When finished, click Save to apply your changes.

Fields marked with an asterisk (*) are required.

Click on the question mark (?) icons for more information about a field.

activity input form
  1. Review the activity details, activity classifications, and attachments on the Activity Input form and make changes where needed. Note that fields marked with an asterisk (*) are required.
  2. Click Save to save your changes.
I want to edit a matched activity before accepting it.
1. Click the Activities Need Review tile.
Activities Need Review tile
2. Click on the activity that you want to edit. Make the necessary changes in the Edit & Accept panel. When finished, click Accept Activity to apply your changes and post the activity to your portfolio.

Fields marked with an asterisk (*) are required.

There's certain information that you won't be able to edit at this point. To make changes to contributors, assign activity classifications, and add attachments, accept the activity and then edit it on the Research, Scholarship, and Creative Activities page.

Need Review page with Edit & Accept Panel
  1. Click the title of the activity that you want to edit.
  2. Review the activity details and make changes where needed. Note that fields marked with an asterisk (*) are required.
  3. Click Accept Activity to save your changes and add the activity to your portfolio.
I want to edit an activity on my Research, Scholarship, and Creative Activities page.
1. On your Faculty360 homepage, click Activities.
interfolio homepage
2. Click the pencil icon next to the activity that you want to edit.

Some activity sections (e.g. Grants, Institutional Committees) may require you to contact the associated area to request edits. View the activity descriptors for more information.

activities page
3. Make the necessary edits on the Activity Input form. When finished, click Save to apply your changes.

Fields marked with an asterisk (*) are required.

Click on the question mark (?) icons for more information about a field.

activity input form
  1. Review the activity details, activity classifications, and attachments on the Activity Input form and make changes where needed. Note that fields marked with an asterisk (*) are required.
  2. Click Save to save your changes.

Deleting Activities

I want to delete an activity that has been matched to me.
1. Click the Activities Need Review tile to view pending activities.

If you are currently viewing your accepted or deleted activities, click on the Needs Review tab to view pending activities.

Activites Need Review tile
2. Place a check next to the activities that you want to delete. Then, click the trash can icon to delete selected activities.

You can place a check in the checkbox in the table header to select all activities.

Need Review page
  1. Check all the activities that you wish to delete.
  2. Click the trash can icon to delete the selected activities.
3. A prompt will pop up confirming the deletion and the selected activity/activities will move to the Deleted tab.
Records page with success prompt
  1. A message will appear at the bottom of the screen confirming that the activity/activities were deleted.
  2. The Deleted tab will update with the total number of activities that you've deleted.
I want to add a deleted activity to my portfolio.
1. Click the Activities Need Review tile.
Activities Need Review tile
2. Click the Deleted tab. Then, place a check next to the activities that you want to restore. Then, click the clock icon to move them out of your deleted activities.

You can place a check in the checkbox in the table header to select all activities.

Deleted Activity page
  1. Click the Deleted tab to view your deleted matched activities.
  2. Check all the activities that you wish to restore.
  3. Click the clock icon to restore the selected activities.
2.1. Alternatively, you can click on an activity title to view more details. Then, you can click the Restore Activity button if you want to move it back to the review queue.
Deleted Activity Details
  1. Click the title of the activity that you want to review.
  2. Click Restore Activity to remove the activity from your deleted items.
3. The selected activities will be restored to the Need Review tab where you can proceed to accept them.
Records page with success prompt
  1. A message will appear at the bottom of the screen confirming that the activity/activities were restored and are ready for review.
  2. The Need Review tab will update with the total number of activities that are pending review. You can continue to the Need Review tab to accept activities to add them to your page. View instructions on accepting matched activities.
I want to delete an activity from my Research, Scholarship, and Creative Activities page.
1. On your Faculty360 homepage, click Activities.
interfolio homepage
2. Click the X icon next to the activity that you want to delete.

Some activity sections (e.g. Grants, Institutional Committees) may require you to contact the associated area to request modifications. View the activity descriptors for more information.

activities page
3. Click OK in the prompt to confirm that you want to delete the activity.
browser prompt

Vitas and Biosketches

Generating, editing, and exporting your CV

This section will show you how to use the Vitas & Biosketches page to generate, edit, and export a CV in Faculty360.

Generating a CV can be helpful if you want to view all information that has been entered into Faculty Activity Reporting (Faculty360).

Creating a new CV
1. Access Faculty360 and select Vitas and Biosketches.
Faculty180 navigation
2. Select Legacy Vitas.
Vitas submenu
3. Click the Vita Admin header to expand the section. Then, click Add.
Vita Admin section
  1. Click Vita Admin to expand the section.
  2. Click Add.
4. In the Name field, enter a title for your CV. From the Template drop-down menu, select what template to use. You may add a description if you like. Click Save.

Use the StandardCV template as a starting point to create additional vitas.

Add prompt
  1. Enter a name for the vita.
  2. Select a template from the drop-down menu. In most cases, you will be using the StandardCV template.
  3. OPTIONAL: Enter a description for your CV.
  4. Click Save to save your template and return to the Vitas & Biosketches page.
    OR
  5. Click Save and Edit to proceed to the vita editor.
    OR
  6. Click Cancel to discard your changes and return to the Vitas & Biosketches page.
5. You will be able to see the CV in your list of vitas. From here you can view, edit, delete, or clone the vita.

Note that you will not be able to edit, delete, or clone the StandardCV and Bibliography templates innate to Faculty360.

Vitas & biosketches list
  1. Click the eye icon to view the vita.
  2. Click the pencil icon to edit the vita.
  3. Click the X icon to delete the vita.
  4. Click the square icon to clone the vita..
Editing a CV
1. Click the pencil icon next to a vita to open the editor.
Vita & biosketches list
2. Under General Information, you may make changes to the Name and Description of the CV. Use the Yes/No radio buttons to select if you want to allow automatic display of new activities, show your photo, show empty sections, hide vita name, and/or hide attachments on vita.
General information input screen
  1. Your CV Name and Description will autopopulate in the General Information section. You may make changes to them if you wish.
  2. Select whether or not you want new activities to automatically display on the CV.
  3. Select whether or not to show your photo on the CV.
  4. Select whether or not to show empty sections on the CV.
  5. Select whether or not to hide the vita name on the CV.
  6. Select whether or not to hide attachments on the CV.
3. In the Content section, click on the chevron next to a title to expand a section. To edit a title, click the pencil icon. Reorder sections on the CV by using the Reorder drop-down menus. Place a check next to items that you want included on the CV. Then, click Save or Save and Preview to save changes.

You cannot add new line items this way, as the information for the CV is being pulled from your Faculty360 Profile and Activities.

Content input screen
  1. Click the chevron icon next to a section to expand it and view the entries under it.
  2. Click the pencil icon to edit the name of the section on the CV.
    NOTE: This will not change the section names in Faculty360 itself.
  3. Use the Reorder drop-down menu to reorder sections or designate sections as "do not show."
  4. Use the checkboxes to select items to be shown on the CV.
  5. Click Save to save changes.
    OR
  6. Click Save and Preview to generate a preview of the CV.
Exporting a CV
1. Click the eye icon to view the CV.
Vitas & biosketches list
2. Set the Vita Options. Select whether you want to export an institutional or personal vita. Using the Type drop-down menu, select the template to use for the CV. Choose a citation format from the drop-down menu. Select a date range. If you choose a custom date range, select a begin semester and an end semester. Click Refresh Vita to apply the changes.

If you select Institutional as the vita type, you will only be able to generate a CV using the StandardCV or Bibliography formats. Select Personal if you want to use one of your custom CV templates.

View vita screen
  1. Select the type of vita to generate.
  2. Select a template from the drop-down menu.
  3. Select a citation format from the drop-down menu.
  4. Select a date range. All will include all activities on the CV, while selecting a custom date range will filter activities by the dates selected.
  5. If you choose a custom date range, enter a begin date.
  6. Enter an end date for the custom date range.
  7. Click Refresh Vita to apply the changes.
  8. A preview of the CV will be generated.
3. Click the Export/Share button. Then, select the how you would like the file to be exported.
Expost/share options
  1. Click Export/Share.
  2. Select how you would like to export the CV.
    OR
  3. You could also click Print to print the CV and/or download it from the print preview screen.

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